Pinnacle Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
3,708
-99
| -3% | -$10.9K | 0.14% | 66 |
|
|
2025
Q1 | $423K | Sell |
3,807
-38
| -1% | -$4.22K | 0.15% | 61 |
|
|
2024
Q4 | $410K | Buy |
3,845
+12
| +0.3% | +$1.28K | 0.16% | 59 |
|
|
2024
Q3 | $423K | Sell |
3,833
-639
| -14% | -$70.6K | 0.17% | 56 |
|
|
2024
Q2 | $477K | Sell |
4,472
-297
| -6% | -$31.7K | 0.2% | 43 |
|
|
2024
Q1 | $512K | Hold |
4,769
| – | – | 0.23% | 42 |
|
|
2023
Q4 | $513K | Buy |
4,769
+2
| +0% | +$215 | 0.26% | 40 |
|
|
2023
Q3 | $494K | Sell |
4,767
-833
| -15% | -$86.4K | 0.29% | 36 |
|
|
2023
Q2 | $603K | Sell |
5,600
-240
| -4% | -$25.8K | 0.34% | 34 |
|
|
2023
Q1 | $644K | Sell |
5,840
-125
| -2% | -$13.8K | 0.38% | 34 |
|
|
2022
Q4 | $635K | Sell |
5,965
-450
| -7% | -$47.9K | 0.45% | 33 |
|
|
2022
Q3 | $673K | Hold |
6,415
| – | – | 0.58% | 28 |
|
|
2022
Q2 | $731K | Hold |
6,415
| – | – | 0.62% | 25 |
|
|
2022
Q1 | $799K | Buy |
6,415
+519
| +9% | +$64.6K | 0.65% | 25 |
|
|
2021
Q4 | $762K | Buy |
+5,896
| New | +$762K | 0.59% | 27 |
|